Log hours on a deal or a bucket
How-toAnyone1 min
In one sentenceOn Time, pick a deal or a bucket, the date and the hours, then click Log time - the week's total and its value update at once.
Steps
- Open Timesheet in the Time module. The week strip shows hours per day; the arrows move a week either way and This week brings you back.
- Pick what the time is for in the first box - Deals and Buckets are grouped. No bucket yet? Click + New bucket, name it and click Add bucket.
- Set the Date inside the visible week and the Hours in quarter-hour steps - 0.25, 0.5, 1.5.
- Choose a Category - Discovery, Meetings, Proposal, Delivery, Travel or Admin - and tick or untick Billable. Deal work starts billable, bucket work non-billable.
- Add a Note if you want one, then click Log time.
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